From 24/7 Wall Street:
This weekend we will get to see the annual letter to shareholders from Warren Buffett of Berkshire Hathaway Inc. (NYSE: BRK-B, BRK-A). We expect a far more confident Buffett than what we witnessed last year when Buffett’s 2009 letter was just awful in comparison to today. With the multi-billion mega-merger acquisition of BNSF as his “all-in bet on America” we expect Buffett to show long-term confidence here in his outlook with some caution and reservation in the near-term.
We recently addressed many of Berkshire’s key changes in his latest holdings to show which we think Mr. Buffett will keep adding to and which we think he will keep contracting. Here are some quick takes from that:
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